Join Heather Satterley, CPA, to learn about Apps Advisory—consulting your clients on emerging technologies while introducing them to new applications that will benefit their workflows and streamline their processes. Discover how Apps Advisory integrates with process optimization and ways to empower your clients to embrace these innovative technologies.

Learning Objectives: 

• Organize the client needs assessment process to discover motives, pain points, and goals 


• Determine how to assess application criteria and take actionable steps to vet the technology 


• Express and spark your clients’ interests to help them navigate their options


• Evaluate and guide the implementation of their applications